On Thursday, Pony AI Inc. (NASDAQ:PONY) announced expanded access to its robotaxi ride-hailing service through integration with Tencent Mobility Service, allowing users in designated areas of Guangzhou to book fully driverless rides through WeChat’s “Mobility Services” portal.



<h2>Pony AI Integrates Robotaxis Into WeChat</h2>



Pony AI has launched its fully driverless ride-hailing service in designated areas of Guangzhou. The users can now book rides via Tencent’s WeChat platform.



This integration marks a milestone in Pony AI’s commercialization efforts, leveraging Tencent’s extensive user base of over one billion to enhance service accessibility.



The rollout builds on a strategic partnership with Tencent Cloud, which began in April 2025.



The partnership covers cloud computing, mapping, smart cabin systems, virtual simulation, and AI.



The company aims to further expand Pony AI’s fleet, projected to exceed 3,000 vehicles by the end of 2026.



Additionally, the company has established collaborations with various mobility platforms, enhancing its operational capabilities both domestically and internationally.



Tencent Cloud is the cloud computing brand and business unit of the Chinese multinational technology conglomerate, Tencent Holdings Ltd. (OTC:TCEHY).



<h2>MSCI China Index Entry</h2>



Last month, PONY became the first and only robotaxi company to be added to the MSCI China Index.



With its inclusion, Pony AI seeks to expand its global institutional investor base and strengthen support for its long-term, sustainable growth.



<h2>Technical Analysis</h2>



Pony AI’s stock is currently trading 8.8% below its 20-day simple moving average (SMA) and 16.7% below its 100-day SMA, indicating a bearish trend in the short to medium term. Shares have decreased 4.06% over the past 12 months and are positioned closer to their 52-week lows than highs.



The RSI is at 38.38, which is considered neutral territory, while the MACD shows a value of -0.4825, below its signal line at -0.4196, indicating bearish pressure on the stock. The combination of neutral RSI and bearish MACD suggests mixed momentum.



<ul>
<li>Key Resistance: $15.00</li>



<li>Key Support: $10.00</li>
</ul>



<h2>Pony AI Runs Driverless Robotaxis in 4 Cities</h2>



Pony AI is an artificial intelligence technology company that is principally engaged in the operation and development of autonomous vehicles. It operates fully driverless robotaxis through the PonyPilot mobile app in Beijing, Shanghai, Guangzhou, and Shenzhen. The company operates a fleet of robotaxis, generating key revenue from the People’s Republic of China.



The recent integration with Tencent Mobility Service is a significant step in enhancing its service offerings and expanding its market reach. This partnership not only strengthens Pony AI’s operational capabilities but also positions it favorably within the competitive landscape of autonomous mobility.



<h2>Earnings &amp; Analyst Outlook</h2>



The countdown is on: Pony AI is set to report earnings on March 26, 2026 (confirmed).



<ul>
<li>EPS Estimate: 22 cents (Up from Loss of 31 cents)</li>



<li>Revenue Estimate: $23.93 million (Down from $35.52 million)</li>
</ul>



Analyst Consensus &amp; Recent Actions: The stock carries a Buy Rating with an average price target of $22.36. Recent analyst moves include:



<ul>
<li>Barclays: Initiated with Equal-Weight (Target $15.00) (Dec. 17, 2025)</li>



<li>Macquarie: Initiated with Outperform (Target $29.00) (Dec. 15, 2025)</li>



<li>Citigroup: Buy (Lowers Target to $24.50) (Nov. 7, 2025)</li>
</ul>



<h2>Top ETF Exposure</h2>



<ul>
<li>SPDR S&amp;P Kensho Smart Mobility ETF (NYSE:HAIL): 2.34% Weight</li>



<li>Roundhill Robotaxi, Autonomous Vehicles &amp; Technology ETF (NASDAQ:CABZ): 4.36% Weight</li>
</ul>



Significance: Because PONY carries significant weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.



PONY Price Action: Pony AI shares were trading lower by 0.08% at $12.30 during premarket trading on Friday, according to Benzinga Pro data.



Photo by Michael Vi via Shutterstock

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Pony AI has partnered with Tencent to integrate its robotaxi service into WeChat, allowing over 1 billion users to book driverless rides in Guangzhou. This collaboration enhances Pony AI's market reach and operational capabilities, with plans to expand its fleet to over 3,000 vehicles by 2026. The company recently joined the MSCI China Index, aiming to attract global investors. Despite a bearish stock trend, analysts maintain a Buy rating with a target price of $22.36. Pony AI is set to report earnings on March 26, 2026, with an EPS estimate of 22 cents.

- Pony AI Inc. announced expanded access to its driverless robotaxi service in Guangzhou through Tencent's WeChat platform, enhancing service accessibility.  
- This integration is part of a strategic partnership with Tencent Cloud and aims to increase Pony AI’s fleet to over 3,000 vehicles by the end of 2026.  
- Additionally, Pony AI was added to the MSCI China Index, aiming to attract global institutional investors while facing current bearish stock trends.

Pony AI Taps WeChat's Billion Users To Supercharge Robotaxi Bookings